RQRPX Mutual Fund
RQRPX Mutual Fund
NAV$13.29
TER0.36%
Holdings11
See how much of RQRPX you already own
RQRPX Mutual Fund
NAV$13.29
American Funds Retirement Income Portfolio Conservative Class R-5
TER0.36%
Holdings11
See how much of RQRPX you already own
RQRPX Mutual Fund Overlap Analysis
RQRPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RQRPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, RQRPX may share significant positions with broad-market funds.
RQRPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RQRPX tax-loss harvesting finds highly correlated but non-identical funds.